## **Trustees’ Annual Report for the period** **From 1[st] April 2023 Period start date To Period end date** ## **Charity name: York Coronary Support Group Trust** ## **Charity registration number: 1011149** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|The aims of the Group shall be to help
cardiac patients by mutual support and the
provision of facilities for them and their
partners.| |Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or
services identified in the
accounts.|Para 1.17 and
1.19|The provision of rehabilitation exercise
classes following on from the classes
operated by York District Hospital.| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|All Trustees have regarded the guidance
issued by the Charity Commission on
public benefit.| ## **Additional information (optional)** You may choose to include further statements where relevant about: ||SORP reference| |---|---| ||Para 1.38| |Policy on grant making|| ||Para 1.38| |Policy on social investment|| |including program related|| |investment|| ||Para 1.38| |Contribution made by|| |volunteers|| |Other|| ## **Achievements and Performance** **----- Start of picture text -----**
SORP reference
Providing a much needed and appreciate
follow on support network for members,
and their families, with heart related issues.
Summary of the main
Para 1.20
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.
**----- End of picture text -----**
## **Additional information (optional)** You may choose to include further statements where relevant about: |||| |---|---|---| |Achievements against
objectives set|Para 1.41|| |Performance of fundraising
activities against objectives
set|Para 1.41|| |Investment performance
against objectives|Para 1.41|| |Other||| ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|Reserves are held to ensure to continuation
of classes and support for the Hospital
Rehabilitation Team| |Amount of reserves held|Para 1.22|£50,000| |Reasons for holding zero
reserves|Para 1.22|| |Details of fund materially in
deficit|Para 1.24|| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|| ## **Additional information (optional)** You may choose to include further statements where relevant about: |The charity’s principal
sources of funds (including
any fundraising)|Para 1.47|Bequests, membership fees and
fundraising.| |---|---|---| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|| |A description of the principal
risks facing the charity|Para 1.46|Loss of income to cover the cost of classes
as experienced during Covid.| |Other||| ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document
(trust deed, royal charter)|
Para 1.25|Constitution| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|As a Trust| |Trustee selection methods
including details of any|Para 1.25|| constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees **Additional information (optional)** You may choose to include further statements where relevant about: |Policies and procedures
adopted for the induction
and training of trustees|Para 1.51|| |---|---|---| |The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|| |Relationship with any related
parties|Para 1.51|| |Other||| ## **Reference and Administrative details** |Charity name|York Coronary Support Group Trust| |---|---| |Other name the charity uses|n/a| |Registered charity number|1011149| |Charity’s principal address|16 Church Close,
Tollerton
York
YO61 1QS| ||| ## **Names of the charity trustees who manage the charity** |1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year **|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---| ||Jennifer Cookson|Treasurer|20thJuly2018 to date|| ||Desmond Mahon|Vice Chair|16thNovember 2017 to
date|| ||AnthonyFletcher||30thJune 2014 to date|| ||Nicholas Longster||20thOctober 2022 to
date|| ||Nigel Dussoye||6thJune 2024 to date|| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| ## – Corporate trustees names of the directors at the date the report was approved **Director name** Name of trustees holding title to property belonging to the charity **Trustee name Dates acted if not for whole year** ## **Funds held as custodian trustees on behalf of others** Description of the assets held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets ## **Additional information (optional)** ## **Names and addresses of advisers (Optional information)** |**Type of**|**Name**|**Address**| |---|---|---| |**adviser**||| **Name of chief executive or names of senior staff members (Optional information)** ## **Exemptions from disclosure** Reason for non-disclosure of key personnel details ## **Other optional information** ## **Declarations** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** |**Signature(s)**
**Full name(s)**
**Position (eg Secretary,**
**Chair, etc)**
**Date**||| |---|---|---| ||Jennifer Cookson|Nigel Dussoye| ||
Treasurer|Trustee| |||| |||| ## **Section B Balance sheet** |**Fixed assets**
**Intangible assets (Note 15)**
**Tangible assets (Note 14)**
**Heritage assets (Note 16)**
**Investments (Note 17)**
**_Total fixed assets_**
**Current assets**
**Stocks (Note 18)**
**Debtors (Note 19)**
**Investments (Note 17.4)**
**Cash at bank and in hand (Note 24)**
**_Total current assets_**
**Creditors: amounts falling due within**
**one year (Note 20)**
**_Net current assets/(liabilities)_**
**_Total assets less current liabilities_**
**Creditors: amounts falling due after**
**one year (Note 20)**
**Provisions for liabilities**
**_Total net assets or liabilities_**
**Funds of the Charity**
**Endowment funds (Note 27)**
**Restricted income funds (Note 27)**
**Unrestricted funds**
**Revaluation reserve**
**_Total funds_**
Signed by one or two trustees on behalf of all
the trustees|Guidance Notes
B01
B02
B03
B04
B05
B06
B07
B08
B09
B10

B11
B12
B13
B14
B15
B16
B17
B18
B19
B20
B21|**Unrestricted**
**funds**
**£**
F01|**Restricted**
**income**
**funds**
**£**
F02|**Endowment**
**funds**
**Total this**
**year**
**£**
**£**
F03
F04|**Endowment**
**funds**
**Total this**
**year**
**£**
**£**
F03
F04|**Total last**
**year**
**£**
F05| |---|---|---|---|---|---|---| |||-|-|-|-|-| |||4,314|-|-|4,314|1,136| |||-|-|-|-|-| |||-|-|-|-|-| |||4,314|-|-|4,314|1,136| |||||||| |||-|-|-|-|-| |||-|-|-|-|-| |||-|-|-|-|-| |||102,087|-|-|102,087|76,761| |||102,087|-|-|102,087|76,761| |||||||| |||621|-|-|621|300| |||||||| |||101,466|-|-|101,466|76,461| |||||||| |||105,780|-|**-**|105,780|77,597| |||||||| |||-|-|-|-|-| |||-|-|-|-|-| |||||||| |||105,780|-|-|105,780|77,597| |||||||| |||-|||-|-| ||||-||-|-| |||105,780|-|-|105,780|77,597| |||-|||-|| |||105,780|-|-|105,780|77,597| |||||||| |||Signature||Print Name||Date of
approval
dd/mm/yyyy| |||||JENNIFER COOKSON||| |||||NIGEL DUSSOYE||| CC17a (Excel) 10/03/2025 1 Declarations The trustees declare that they have approved the trustees. report above. Signed on behalf of the charity's trustees Signature(s) Full namels) Position (eg Secretary. Chair, etc) Je Ifer Cookson Nigel Dussoye Treasurer Trust Date 16 A (ri Prfrt•